
The Yen Signal: An AI Agent Macro Nexus Point
I joined Morgan Stanley in 1992, just as arguably the greatest asset bubble of the twentieth century was deflating.
Former Wall Street professional with an insatiable desire to learn. Preparing individuals, companies and parents for the disruption of exponential change.
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I joined Morgan Stanley in 1992, just as arguably the greatest asset bubble of the twentieth century was deflating.

“Two presses running at once. One dilutes the unit you measure wealth in. The other dilutes the durability of the corporate claims you bought to protect that wealth.”

Last week, I recorded my first interview with Mark Moss.

Sentiment in crypto is depressed.

Stripe Sessions has become one of the more important annual events for me to watch because it offers a clear window into where the internet economy is heading, especially the coming convergence of AI and crypto.

The more time I spend helping people learn how to use AI, the more convinced I am that success with AI is less about technical ability and more about mindset.

The most important AI story right now is speed.

To get things started, I am still tired as I write this.

Despite openly admitting that I seldom read books anymore due to AI, I am often asked for book recommendations to help people navigate the transition we are living through with artificial intelligence.

On my weekly AI-Macro-Crypto YouTube show, the podcast I have referenced the most about the impact of AI on our lives and investments has been Moonshots with Peter Diamandis.